World Equity Group, Inc. Reduced Holdings in Q1 2025

World Equity Group, Inc.

  • $350 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-23.5K
- 38.14%
$375.39 - $447.2 $8.82M - $10.5M
38.1K $15.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.1K
- 50.1%
$551.42 - $612.93 $7.21M - $8.01M
13K $7.28B
NVDA
Nvidia Corp

Technology
-42.2K
- 39.88%
$106.98 - $149.43 $4.51M - $6.3M
63.6K $6.92B
VFH
Vanguard Financial ETF

ETFs
-32K
- 91.65%
$114.07 - $127.34 $3.65M - $4.07M
2.91K $345M
XITK
Spdr Ser Tr Factset Innovative

ETFs
-20.9K
- 92.15%
$159.89 - $195.54 $3.35M - $4.1M
1.78K $285M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.8K
- 51.41%
$507.05 - $563.67 $2.94M - $3.27M
5.49K $2.82B
META
Meta Platforms, Inc.

Communication Services
-5.43K
- 43.12%
$576.36 - $736.67 $3.13M - $4M
7.17K $4.13B
WMT
Walmart Inc.

Consumer Defensive
-34.2K
- 49.31%
$84.5 - $105.05 $2.89M - $3.59M
35.1K $3.06B
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-40.3K
- 70.94%
$66.28 - $72.04 $2.67M - $2.91M
16.5K $1.13B
TSLA
Tesla, Inc.

Consumer Cyclical
-3.29K
- 25.52%
$222.15 - $428.22 $730K - $1.41M
9.6K $2.49B
VEA
Vanguard Ftse Developed Market

ETFs
-58.3K
- 50.39%
$47.4 - $52.99 $2.76M - $3.09M
57.4K $2.92B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19.3K
- 50.61%
$102.49 - $119.96 $1.98M - $2.32M
18.9K $1.98B
GLD
Spdr Gold Trust

ETFs
-12.4K
- 43.51%
$243.19 - $288.14 $3.02M - $3.58M
16.1K $4.59B
TPL
Texas Pacific Land Corp

Energy
-2.61K
- 49.23%
$1180.08 - $1431.01 $3.08M - $3.74M
2.69K $3.57B
SECT
Sector 10, Inc.

ETFs
-38.2K
- 46.86%
$50.98 - $57.8 $1.95M - $2.21M
43.3K $2.21B
VUG
Vanguard Growth ETF

ETFs
-4.52K
- 47.9%
$369.1 - $427.61 $1.67M - $1.93M
4.92K $1.82B
XLK
Technology Sector Spdr

ETFs
-7.48K
- 52.03%
$206.38 - $242.18 $1.54M - $1.81M
6.89K $1.42B
NRZ
New Residential Investment Corp.

Real Estate
-171K
- 55.18%
N/A
139K $1.59B
PG
Procter & Gamble CO

Consumer Defensive
-9.6K
- 46.14%
$158.56 - $176.26 $1.52M - $1.69M
11.2K $1.91B
JPM
Jpmorgan Chase & CO

Financial Services
-6.68K
- 50.24%
$225.19 - $279.95 $1.5M - $1.87M
6.62K $1.61B
JNJ
Johnson & Johnson

Healthcare
-12.1K
- 48.59%
$142.06 - $167.7 $1.72M - $2.03M
12.8K $2.12B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-54K
- 49.48%
$27.01 - $28.54 $1.46M - $1.54M
55.2K $1.54B
VTV
Vanguard Value ETF

ETFs
-8.55K
- 49.08%
$167.73 - $179.21 $1.43M - $1.53M
8.87K $1.53B
MCD
Mcdonalds Corp

Consumer Cyclical
-5.28K
- 46.19%
$279.74 - $321.29 $1.48M - $1.7M
6.15K $1.91B
TQQQ
Proshares Ultrapro Qqq

ETFs
-4.42K
- 9.2%
$57.3 - $90.39 $253K - $399K
43.6K $2.5B
PFE
Pfizer Inc

Healthcare
-38.7K
- 43.16%
$25.01 - $27.13 $968K - $1.05M
51K $1.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-24.2K
- 47.52%
$42.5 - $46.71 $1.03M - $1.13M
26.8K $1.21B
LVS
Las Vegas Sands Corp

Consumer Cyclical
-17.1K
- 66.91%
$38.18 - $50.93 $654K - $872K
8.47K $327M
VONG
Vanguard Russell 1000 Growth E

ETFs
-8.48K
- 59.44%
$92.71 - $107.38 $786K - $910K
5.79K $537M
VB
Vanguard Small Cap ETF

ETFs
-3.5K
- 45.76%
$217.89 - $252.64 $762K - $884K
4.15K $920M
First Tr Exchng Traded Fd Vi
-29.8K
- 76.87%
N/A
8.95K $258M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-70
- 0.34%
$468.34 - $539.52 $32.8K - $37.8K
20.7K $9.73B
XLI
Industrial Sector Spdr

ETFs
-6.75K
- 49.96%
$128.78 - $141.67 $869K - $956K
6.76K $886M
FNDX
Schwab Fundamental U S Large C

ETFs
-36.3K
- 47.22%
$23.03 - $25.01 $836K - $907K
40.6K $958M
IWM
Ishares Russell 2000 ETF

ETFs
-3.43K
- 45.0%
$198.1 - $229.79 $679K - $788K
4.19K $841M
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
-35.5K
- 65.06%
$19.89 - $23.0 $705K - $816K
19K $381M
XLF
Financial Sector Spdr

ETFs
-16.9K
- 34.92%
$47.32 - $52.19 $800K - $883K
31.5K $1.57B
ORCL
Oracle Corp

Technology
-4.01K
- 48.23%
$139.81 - $186.47 $560K - $747K
4.3K $623M
IFRA
Ishares Tr

ETFs
-15.9K
- 53.07%
$44.8 - $49.25 $713K - $784K
14.1K $634M
NFLX
Netflix Inc

Communication Services
-794
- 52.37%
$828.4 - $1058.6 $658K - $841K
722 $604M
XLU
Utilities Sector Spdr

ETFs
-9.32K
- 76.97%
$74.7 - $80.27 $696K - $748K
2.79K $220M
NOW
Service Now, Inc.

Technology
-562
- 62.58%
$783.83 - $1170.39 $441K - $658K
336 $268M
Ishares Bitcoin Trust ETF
-11.8K
- 57.03%
N/A
8.86K $415M
SYK
Stryker Corp

Healthcare
-1.87K
- 68.49%
$355.18 - $399.9 $663K - $747K
859 $319M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-11.3K
- 37.65%
$53.6 - $58.97 $605K - $666K
18.7K $1.05B
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-99K
- 51.96%
$6.12 - $6.74 $606K - $667K
91.6K $652M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.24K
- 36.68%
$140.44 - $166.79 $456K - $541K
5.6K $787M
BNDX
Vanguard Total International B

ETFs
-12.6K
- 44.69%
$48.33 - $49.5 $607K - $622K
15.6K $760M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.63K
- 43.85%
$165.25 - $224.62 $434K - $590K
3.36K $567M
Activity Summary
Buys All Purchases 135 New Holdings 38 Increased Positions 97 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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